Defined Benefit (Pension) · DOL Form 5500 · 2022
Yale University Pension Plan
Data updated 2026-08-25
- $2.0B
- Total assets Very large vs avg
- 7,460
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $267,203
- Avg per participant High balance/head
Official DOL plan name: Yale University Retirement Plan for Staff Employees · Sponsored by Yale University · Connecticut · Educational Services
$2.0B in assets, 7,460 participants
Yale University's Yale University Retirement Plan for Staff Employees reported $2.0B in total assets and 7,460 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,994 in Educational Services (4,024 peers)
Coverage in Connecticut
Yale University Retirement Plan for Staff Employees covers 7,460 participants in Connecticut, 10x the typical Connecticut plan (state average ~718 per filing). Assets: $2.0B.
- #3,994
- in Educational Services (4,024 peers)
- +4.3%
- assets growth YoY
- 20×
- vs typical plan assets (national mean)
Yale University Retirement Plan for Staff Employees's outsized position by total assets
Yale University Retirement Plan for Staff Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,993,335,477 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Yale University Retirement Plan for Staff Employees's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yale University Retirement Plan for Staff Employees lands in the large band (7,460 participants).
Form 5500 schedule snapshot
Filing strip 060646973 · Yale University PY 2022 · Defined Benefit (Pension)
Yale University Retirement Plan for Staff Employees · $2.0B · 7,460 · 99th
- PCT $2.0B
- EIN 7,460
- RANK 99th
- PHOTO Defined Benefit (Pension)
- IND near The National Football League Club Employees Pension Plan
- EOY ind #3994
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Connecticut →
Yale University Retirement Plan for Staff Employees in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | $66M |
| Employer EIN | 060646973 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yale University)
Sponsor-wide plan assets over time
All Yale University plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.1B 25.296867123860967% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 41,227 | $9.7B |
| 2023 | 4 | 44,668 | $10.8B |
| 2024 | 4 | 47,387 | $12.1B |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Pension Plan $45.0B · 24,626
- Raytheon Company Pension Plan for Salaried Employees $11.6B · 13,495
- The Citigroup Pension Plan $10.5B · 18,484
- Eversource Pension Plan $5.9B · 4,126
- Retirement Plan for Employees of Aetna Inc. $5.4B · 11,471
Scale composition for Yale University Retirement Plan for Staff Employees
Yale University Retirement Plan for Staff Employees reports $2.0B in end-of-year assets across 7,460 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $267,203 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2022 was $66M.
This plan identity (EIN 060646973, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.3B (+14.5%) while covered participants moved from 7,460 to 7,789 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,460 | $2.0B | This page |
| 2023 | 7,596 | $2.0B | Open filing |
| 2024 · index core | 7,789 | $2.3B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Yale University Retirement Account Plan (Other, $8.3B, 13,197 participants)
- Yale University Retirement Plan for Staff Employees (Defined Benefit (Pension), $2.3B, 7,789 participants)
- Yale University Tax-Deferred 403(b) Savings Plan (Other, $874M, 20,269 participants)
- Yale University Matching Retirement Plan (Other, $602M, 6,132 participants)
Yale University Retirement Plan for Staff Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is The National Football League Club Employees Pension Plan in MD ($2.0B); by covered participants it is Smithfield Foods Hourly Pension Plan in VA (7,506 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.0B here).
- The National Football League Club Employees Pension Plan (MD) $2.0B · 4,995
- Conagra Brands, Inc. Pension Plan (IL) $2.0B · 1,906
- Pension Plan for Salaried Employees of Novartis Corporation (NJ) $2.0B · 2,325
- Southern California Gas Company Pension Plan (CA) $2.0B · 7,743
Similar participant headcount
Nearest other-state filings by covered participants (7,460 participants); asset peers above are excluded.
- Smithfield Foods Hourly Pension Plan (VA) 7,506 · 46 off
- Nokia Retirement Income Plan (NJ) 7,413 · 47 off
- Operating Engineers' Local 324 Pension Fund (MI) 7,511 · 51 off
- Meijer Hourly Pension Plan (MI) 7,512 · 52 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.